Redesign the Suggestions Administration board and modals

[gigicobos]

Overview

Currently, user corrections and new org submissions aren't being processed because they are not visible to admins or volunteers.

We need a way for admins and volunteers to review, triage, track, and view suggestions submitted by the public. This will allow volunteers to update organization details.

This is a first step towards supporting more crowdsourced organization submissions and updates.

Issue created as a continuation of issue #1069 to improve the layout of the Suggestions Administration board.

Current issues:

• The current "Suggestions" page does not show the source of the "suggestion". The "Suggestions" will come from three places: "Suggest New Listing", "Send Correction", "Organization Email Reminder".
• The admin volunteer does not know when the correction/listing/update was submitted.
• Admin volunteer does not get notified of new suggestions. (separate GitHub issue tbc Gigi C)
• Suggestions are not recorded in the Organizationedit form. (separate GitHub issue tbc Gigi C)

Proposed Changes: Admin Board:

• Add columns Submission Date, Type, and Suggestion ID# on the Suggestions admin board.
• Add an option to filter by “Type” of suggestion.
• Change the status wording from “Closed” to “Accepted”
• Add a "Create New Listing" button so if a suggested new listing is accepted, the admin could create a new listing with the matching fields from the suggestion filled in. The admin could then finish the listing or assign it to a volunteer to verify.

Correction Modal:

• Change field order to show first information about the suggestion and then tipster details.
• Add fields: Suggestion ID#, Type, Submission Date.
• Add a new button “View Organization” that will open a new tab with the Organizationedit page related to that organization.
• Move buttons to the top right corner of the modal.

Create Listing Modal: Change fields showing up on modal to match the fields of the “Suggest New Listing Form”. Add fields: Suggestion ID#, Type, Submission Date. Added a new button “Create New Listing” that will open a new tab with the Organizationedit page for a new organization with pre-filled data available from the “New Listing” form.

• Move buttons to the top right corner of the modal.

Action Items

• [x] Create a prototype for the Suggestions Administration board to include the type of suggestion and date.
• [x] Create prototype for Correction and New Listing modal.
• [ ] Create a notification email for new suggestions.

Resources/Instructions

Designs: https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=6426%3A11578

~~P1: Suggestions board - 12/02/21~~ ~~P2: Suggestions Administration Board V2 - 01/15/22~~

Related Issues

#996 --> Logs from "Organization Email Reminder" will be visualized on the "Suggestions" page. #1139 --> Logs from "Suggestions" accepted logs for each organization will be visualized on the "Status Change" page.

[gigicobos]

Hi @entrotech @Benbaillou @fancyham,

Here is the link to the changes for the Suggestions admin board:

P2: Suggestions Administration Board V2 - 01/15/22

Please let me know if there are any questions.

Thank you!

[fancyham]

Thanks — added two comments re: the titling of the Suggestion record details and placement of the organization name.

Perhaps consider in the top right corner, rather than the org name, putting something about the suggestion record up there in addition to or as the primary identifier? “Suggested correction #102929” (org name would be further down page) “Suggestion #102929 - Correction (New)” “Suggested correction for MountainView ADHC” “MountainView ADHC : Suggested correction #102929”

“Suggested new listing #191219” “Suggestion $102929 - Add listing (New)” “Suggested new listing for MountainView ADHC”

On Jan 20, 2022, at 4:15 PM, gigi @.***> wrote:

 Hi @entrotech @Benbaillou @fancyham,

Here is the link to the changes for the Suggestions admin board:

P2: Suggestions Administration Board V2 - 01/15/22

Please let me know if there are any questions.

Thank you!

— Reply to this email directly, view it on GitHub, or unsubscribe. You are receiving this because you were mentioned.

[sei1122]

Before designing this issue, I’d like to clarify things below.

Figma file: https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=4982%3A9019

Source of the data

The "Suggestions" will come from three places:

1. Suggest New Listing ✅
2. Send Correction ✅
3. Organization Email Reminder -> where can we find it?

Suggestions Administration

What is each status meaning?

• New
• Pending
• Rejected
• Closed - > (This is suggested to change to Accepted)

Questions:

• Does the admin volunteer change the status when validating the info?
• ID (Ticket #) is assigned when the suggestion is created?

Note: Change the Suggestion Administration title to be more descriptive?

New listing model

Is this brand new feature?

Other questions

• Is each data source validated in a different way?
  • Suggest New Listing
  • Send Correction
  • Organization Email Reminder
• Is this feature currently used by admin volunteers? If it is not used, would they use the feature if it was redesigned? -> because the goal is for this data to be reflected on the website.
• What are good metrics to measure this redesign?

[fancyham]

Good questions! I’ll do my best to answer based on my understanding:

For item 3 above, we haven’t built the Organization Email Reminder, but the Milestone for that project is https://github.com/hackforla/food-oasis/milestone/15 and https://github.com/hackforla/food-oasis/issues/996 which has a design-in-progress mockup in the Figma file: https://www.figma.com/file/Xkrt1u1TdxHG2H1ppxpAtt/Issue%23-996?node-id=0%3A1

I believe @entrotech has more detail on “Status” but my understanding is that these are way of tracking suggestions: New = a suggestion that hasn’t been acted on yet Pending = Something that is in progress (perhaps being researched) but is not approved yet? Rejected = Rejected (I think this can be hidden by default) Closed = Probably should be “Accepted” — the idea is that the suggestion was accepted and the listing updated.

I’d add that another flag for the future might be “Submitted by organization” — for when we send out emails to orgs asking them to verify or update their listing. If we want to review those updates, this flag would be helpful to know which suggestions are high-quality and need less verification work.

“New listing model” I think this would be a brand-new feature? I like how the fields show the suggestions on each line though I wonder if hours can be entered this way?

This begs the question: how will someone review and update the organizations from the suggestions list? Would it be two windows side-by-side? Or would the suggestions be shown on the existing editor screens? Or some other option?

Is each data source validated in a different way?

• Suggest New Listing
• Send Correction
• Organization Email Reminder

Sorry, I don’t know this but I imagine it’s different, with the second two being similar to each other.

Suggesting a New Listing : would be nice to copy the fields over to a new draft listing, and perhaps to expose the correct fields on the suggestion form to make that easier — less copy and pasting and retyping.

BUT how often do new listings get created? Probably not that often! So maybe lower priority than making corrections easy?

Is this feature currently used by admin volunteers? If it is not used, would they use the feature if it was redesigned? -> because the goal is for this data to be reflected on the website.

I think submitted suggestions are currently ignored! @entrotech ?

What are good metrics to measure this redesign?

I’d say ease of use and how quickly someone can review and update listings

[sei1122]

@fancyham, @entrotech

I created a user flow to see the overall steps. Currently, we don’t have a way to check whether the info comes from a trusted source or not. All the information must be verified before the information goes on the website.

Figma file https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=5414%3A9263

[sei1122]

@entrotech, @fancyham The current design, both Correction info and Suggests a New listing data go to the Suggestions Admin Board. At the last meeting, we found out the admin user needs to back and forth between pages.

To improve this, we pivoted direction.

1. Correction info ----> Verification dashboard column
2. Suggest a New Listing ----> Suggestions Admin Board

Here is the new user flow for the 1 and 2

Figma files https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=5524%3A9295 https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=5529%3A9662

[fancyham]

Looks really good!

On the “Suggest a new listing”

• You might already be on the same page but we might be able to save some copying and pasting if we:
  • Have a button for each new org suggestion (column 2) that creates a draft org record and copies over the simple fields like “organization name” and similar matching text fields automatically.
  • More complex fields like “hours” could be displayed at the top of that draft org similar to a suggestion.

Also, I wonder how the admin currently reviews for duplicates before creating a new entry? Is that something we can help with here, like a ‘search for similar’ button/feature perhaps?

We don’t have many suggestions in the LA area but I can imagine that there’ll be lots more in the future as we start supporting other regions.

[sei1122]

I updated the user flow and designed key pages. Hope we can find a simple design solution and test user flow.

Figma file link https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=5680%3A9463

user flow https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=5524%3A9295

design https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=5680%3A9463

[sei1122]

Update design based on last week's feedback.

Figma files https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=5751%3A9457 https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=5754%3A10039

[sei1122]

@entrotech, @fancyham Here is the final of the Suggested Correction's Flow and Design. I wrote comments on the Figma file. Let me know if you need anything.

Figma file https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=5876%3A9657

[sei1122]

Now we moved to Suggestion's new listing design.
This is a note from last week. @fancyham and I reviewed the current design that Gigi created earlier.

Here is Ideation https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=5781%3A9513

1. Update the tile to "Suggestion a New Listing - Admin"
2. Remove type since this is only for the New Listing
3. ID still needed? -> this is Optional. Talk to John about the use case.
4. Delete the suggestion section on dashboard because this is for the correction items
5. Current status is New, Pending, Rejected, and Accepted. Do we need all status? -> New, Created, Rejected status is maybe enough
6. How to handle the Status. Change the status on org view? -> Research more
7. After the org info is created, does all the info stays in this table, or remove once verified? -> Keep for now.

[sei1122]

Based on last week's meeting, I created 2 design ideas.

1. Use the current dashboard and detail view modal and redesign them.
2. One-page style - this design doesn't use a dashboard.

https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=5936%3A9568

Things to consider 1 How the admin checks the duplication before creating the new org data? Idea: “Search for similar” button feature. Check by org name?

2 Click Create button and auto fill the data from tipster. How to handle the business hours? Idea: Have notification on business hours page.

3 Check Status Handling -> We need New, Reject, Created, Accepted Create State diagram

4 When the verification is completed, is it possible auto change the status on Suggestion dashboard so that admin doesn’t need to come back. Also, this prevents from multiple checking the org status that have already verified.
-> how to match up the data? use ID?

[sei1122]

Last week, we talked about using these 3 states: New, Created, and Rejected. However, when I made a state diagram, I found out we need to have one more status that handles the completion of the states.

Here is the state diagram https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=5965%3A10892

[sei1122]

Based on the last week's feedback, I updated the cross-functional user flow and the designs. https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=4982%3A9019

Things to consider

• Is there a good way to check the duplicated org?
• If the admin finds duplicated org but there is new info from a tipster, how admin communicate this to a volunteer? e.g via email or chat?
• Search for a similar button feature to check by org name, phone, or address?
• When clicking the “Create Listing”, is it possible to auto change the status from New to Create?
• After the click Create Listing, is it possible to autofill?
• Business hours probably can’t autofill. Create a notification on top of the business hours page?

Current duplicated org check

• I tested how currently check the duplicated org. We need to use the Criteria button and find by name.

[fancyham]

For “If the admin finds duplicated org but there is new info from a tipster, how admin communicate this to a volunteer? e.g via email or chat?”

Perhaps your new ‘suggestions’ flow could be useful for this? — basically admin could convert the new listing info into a suggestion (or write a new one):

1. Add a new “add a note” button on the database’s org editing page. Perhaps this button only appears for the admin at first?
2. This spawns a new window with a blank suggestion tied to this organization (similar to the existing public suggestion form). This form is pre-populated with the user’s account info, and the record might even flag this suggestion as coming from a back-end user, which would help with validation.
3. This would create a new ‘suggestion’ that then appears at the top of the org editing screen next to any other suggestions where a future volunteer can resolve it.

[staceyrebekahscott]

@fancyham @sei1122 What are the next actions that should be taken to move this forward, as per the comment above?

• Does this need approval for next steps? If so, it should be moved to the Questions/In Review column
• Does the Dev team need to do work on this?

[sei1122]

@staceyrebekahscott, Here is an update based on this week's meeting. This issue has 2 sections.

1. org data correction (https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=5876%3A9657)

2. suggest a new listing (https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=6193%3A10693)

We completed the design of the 1.org data correction. We reviewed this design with John H and sent it to development. We are still working on the 2. suggest a new listing design.

[entrotech]

For corrections to existing listings, created development Issue #1271, #1272, #1273

[rylantalerico]

@entrotech Ready for dev tasks on this!

[sei1122]

Here is a note about how to move forward Suggest a new listing project

I asked @entrotech about which he thinks better.

1. Design all the features and send them to development.
2. Make a happy path/MVP first and add features later.

Here is from John D. I'd say the first step is to get @rylantalerico involved in reviewing the proposed flow. After that, in the spirit of agile development, I think we could create a series of incremental features starting with the ability to create a new listing by selecting a suggestion from the Suggest New Listing dashboard and having a button to push that creates a new listing and opens the OrganizationEdit form on the new listing. It would pre-fill the fields that can be copied from the suggestion, and perhaps show the few fields that cannot be copied directly, like business hours, category, etc. in some sort of panel (similar to how unprocessed suggestions are to be shown for corrections to an existing listing). For this first iteration, the admin would have to manually do queries to check to make sure it isn't a duplicate. The initial status of the new listing would be "Needs Verification", and the admin could do the initial verification personally, or assign it to a volunteer, and then optionally provide verification notes as instructions to the volunteer. If we just implement this and let Jordan Smith try it out first before we do anything more elaborate.

[staceyrebekahscott]

Moving to Questions/ In Review pending Rylan's response to the comment above.

[sei1122]

I updated the Figma file for MVP and wrote the points need to be clarify with team. Next step is to discuss the interaction and design with @entrotech, @fancyham, and @rylantalerico and finalize.

https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=6426%3A11578

[staceyrebekahscott]

I attended the design meeting this afternoon (Wed, Sept 7, 2022) and was brought up to speed on the interaction and design. I give PM approval to proceed with Dev tasks.

[sei1122]

I updated the design based on yesterday's review. I think this is good for now. When the dev team finished part 1 (Correction section), we can come back and review it again. https://www.figma.com/file/D3oq9QOXl0rFkwrEUJbABs/FOLA-Design-System?node-id=6426%3A11913

[staceyrebekahscott]

@sei1122 @fancyham Have you followed up with the Dev team on part 1- correction section, as noted in the comment above? What is the status on their work?

[sei1122]

I will follow up

[sei1122]

Here is from @entrotech "Development hasn't started on this issue. The devs are trying to button up a significant internal project in the next week or so, then we will start on new feature issues like this one."